Workspaces and resources
Organize operational work
Use business units and brands to reflect the responsibilities of your organization. For an agency, begin by defining the brands and accounts your team is authorized to manage. Confirm that teammate access matches those responsibilities.
Connect campaign resources
A campaign groups a defined initiative. Prepare the assets required by its posts, select the target accounts and use campaign links when measuring traffic. In the asset library, review metadata and rights before using a file in scheduled content.
Prepare a handoff
Before another teammate takes over, make ownership and the next action explicit. Review pending content, assigned cases and report distribution requirements. Keep supporting evidence with the operational records so that the next person can understand the current state.